Compare · 4 funds side by side · dividends reinvested

EMLP, KWH, SMH and IGV

EMLPFirst Trust×KWHGMO×SMHVanEck×IGViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

EMLP, KWH, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.5

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B1.9

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B2.8

GMO Power Infrastructure ETFThematic · Infrastructure0.60%0.00%[…][…][…][…][…][…]$53M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: EMLP 2012 · KWH 2026 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

KWH

GMO Power Infrastructure ETF · $53M[…]

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

EMLPMeasureKWH

+17.2%Year to dateJan 1 → Nov 9[…]

+18.4%1 yearTotal return[…]

+20.7%3 years · per year$10,000 became $17,569 · […][…]

+15.2%5 years · per year$10,000 became $20,285 · […][…]

0.95%Expense ratio$95 · $60 a year on $10k · lower is better0.60%

2.82%Trailing 12-mo yield$282 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better[…]

11.3%VolatilityLower is calmer[…]

EMLPKWH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs KWH: Top 5 Holdings

Today

EMLP

27.8%in top 5

KWH

in top 515.2%

EMLPStockKWH

9.0%EPDnot top 5

7.2%ETnot top 5

4.4%MPLXnot top 5

not top 5SU4.0%

3.5%PAGPnot top 5

3.5%KMInot top 5

not top 5ETN3.0%

not top 5NEE2.9%

not top 5NGG2.8%

not top 5TT2.6%

Held in common19.5%

End-of-day Nov 9, 2026 · share of each fund

EMLP vs KWH Returns, Every Period

First TrustEMLP

+18.4%

past year

KWHGMO

[…]

past year

Returns […]

EMLPKWHFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

EMLP vs SMH

YTD

First TrustEMLP

+17.2%

SMHVanEck

+35.3%

+17.2%Year to date+35.3%

−7.9%Worst drop · 1Y−33.1%

11.3%Volatility · 1Y43.1%

2.8%Yield0.2%

$4.1BAssets$60.7B

3–1EMLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, KWH, SMH, IGV

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IGV0.38%$38

KWH0.60%$60

EMLP0.95%$95

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: EMLP, KWH, SMH, IGV

2.82%highest, EMLP

FundTrailing yieldYield$10k

EMLP2.82%$282

SMH0.23%$23

IGV0.02%$2

KWH0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, EMLP

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

KWH$0 − $60 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: EMLP, KWH, SMH, IGV

Today

19.5%most shared, EMLP and KWH

EMLPKWHSMHIGV

EMLP—19.5%0.0%0.0%

KWH19.5%—0.0%0.0%

SMH0.0%0.0%—4.8%

IGV0.0%0.0%4.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

EMLPWorst drop−7.9%11.3% vol

IGVWorst drop−33.2%32.9% vol

SMHWorst drop−33.1%43.1% vol

KWHWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

EMLPSMH

+17.2%Year to date+35.3%

2.8%Yield0.2%

+18.4%Past year+39.3%

0.95%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026